Intake agent
Turns an enquiry or call transcript into structured fields: matter type, dates, parties, insurer.
Legal · AI agents
Agents that read, check, draft and chase inside your firm's system, so your lawyers spend their time on clients. They never give advice and never send anything on their own.
The rule
Every agent has one job, works from your firm's rules, and hands over to a person when a decision needs judgment. It writes its reasoning on the record, so a lawyer can see why.
What agents handle in a firm
Turns an enquiry or call transcript into structured fields: matter type, dates, parties, insurer.
Scores each enquiry against your firm's criteria and past matters, then routes it to the right office and lawyer.
Reads what clients upload, checks it against what the matter needs, and chases what's missing.
First-contact emails, document requests and routine letters, in your firm's voice. Never sent without a lawyer.
Calculates key dates from the facts, and escalates before anything is at risk.
A one-page summary of where a matter stands, pulled from notes, emails and documents, ready before a review or handover.
Your firm's rules, not ours
Agents work from a profile your firm owns: the practice areas and matter types you want, your limitation and notice rules, escalation thresholds, and examples of your good, average and poor enquiries. You can read it and change it at any time.
The agents read it. They don't invent it.
Built for legal work
Part of the system, not a separate tool
Agents aren't a chatbot bolted onto your practice management system. They sit inside your firm's custom system, alongside intake, documents and deadlines, and connect to the tools you keep. Your team can also use Claude, ChatGPT or Copilot with the system through MCP, with the same access they already have.
See custom software for law firmsCase study · Carbone Lawyers · Melbourne · Personal injury
Carbone's enquiries came in from the website, phone and referrals, and too many waited for someone to pick them up. We built their intake around one rule: every enquiry captured, triaged and with the right person within minutes.
Faster response to new enquiries
Of enquiries captured
A week of intake admin removed
FAQ
No. Agents read, sort, check and draft. Advice and decisions stay with your lawyers.
Never on its own. Drafts wait for a lawyer to review and send.
Anything it's unsure of goes to a person, and every action is logged with its reasoning, so it's easy to check and correct.
No. Your firm's data stays in its own Australian environment and runs on your own AI account.
Agents work best inside one. If you're happy with your current tools, we can add agents and integrations around them first.
Leading models from Anthropic, OpenAI and Google, chosen for each job.
Get started
Show us a workflow that's slowing your firm down. We'll map it and show you how it could work in seven business days. Free.
We reply within one business day to confirm it's a good fit.
One hour with your team to see the process, the systems behind it and what you want to improve.
Seven days later, you click through a prototype of your workflow. We follow up with a fixed price for the full build.
Prefer to talk it through? Book a call.
Tell us the process. We'll confirm it's a fit on a short call.